Allegiance Financial Group Advisory Services LLC has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $378 Billion distributed in 152 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $40B, American Centy ETF Tr Avantis with a value of $35.5B, American Centy ETF Tr Avantis with a value of $24B, Dimensional ETF Tr with a value of $20.4B, and Microsoft Corp with a value of $19.3B.
Examining the 13F form we can see an increase of $48.9B in the current position value, from $329B to 378B.
Allegiance Financial Group Advisory Services LLC is based out at Vienna, VA
Below you can find more details about Allegiance Financial Group Advisory Services LLC portfolio as well as his latest detailed transactions.
Portfolio value
$378 Billion
ETFs: $248 Billion
Technology: $35.2 Billion
Financial Services: $6.58 Billion
Healthcare: $4.59 Billion
Consumer Cyclical: $4.57 Billion
Industrials: $3.4 Billion
Communication Services: $2.83 Billion
Energy: $2.12 Billion
Other: $2.75 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
